Fidelity → Schedule FA

Upload CSV exports from Fidelity NetBenefits to generate Schedule FA for Indian ITR. No PDFs needed.

Only Fidelity NetBenefits is supported today. More brokers coming soon.
Step 1 — Export these files from Fidelity NetBenefits (and why each is needed)
Open Lots CSV
  1. Login to netbenefits.fidelity.com
  2. Stock Plan Account → View Share Details
  3. Select Open Lots tab
  4. Click Export
  5. When prompted, choose Asset Currency (USD)
Contains: acquisition date, quantity, USD cost basis per lot. Used to compute Table A3 Initial Value INR (Rule 115).
Closed Lots CSV If you sold shares
  1. Login to netbenefits.fidelity.com
  2. Stock Plan Account → View Share Details
  3. Select Closed Lots tab
  4. Click Export
  5. Choose Asset Currency (USD)
Contains: acquisition date, sale date, proceeds, cost basis. Needed only if you sold shares — sold lots still count as held during the calendar year and appear in Table A3.
Transaction History CSV
  1. Login to netbenefits.fidelity.com
  2. Stock Plan Account → Activity → Transaction History
  3. Set date range: Jan 1 → Dec 31 of the calendar year
  4. e.g. Jan 01 2025 – Dec 31 2025 for FY 2025-26
  5. Click Export
Contains: all transactions — sales, dividends, RSU vests, ESPP purchases, NRA withholding. Used for Table A2 gross income and proceeds (Schedule FA reports the calendar year ending Dec 31).
Open Lots CSV Recommended

Drop CSV or click to browse

Per-lot acquisition dates + USD cost basis → Table A3 Initial Value INR

Transaction History CSV Recommended

Drop CSV or click to browse

Sales + dividends + NRA withholding → Table A2 income & proceeds

Export date range: Jan 1 → Dec 31 of the calendar year (e.g. Jan 1 2025 – Dec 31 2025 for FY 2025-26)
Closed Lots CSV Optional

Drop CSV or click to browse

Needed only if you sold shares during or after the calendar year

Without this, lots you sold are missing from Table A3 (they must be reported for the year they were held)
Select the FY you're filing for. Values are reported for the calendar year ending Dec 31 (e.g. FY 2025-26 → CY 2025), as the ITR form requires.
₹10 lakh penalty for non-disclosure

Black Money Act, 2015 — mandatory every year, even if no sales. FATCA & CRS means India already has your Fidelity data.

Why you must file Schedule FA →
Complete filing guide

Table A2, A3 & F explained. Which exchange rate to use, how to enter values in ITR-2, DTAA relief for US taxes withheld.

How to fill Schedule FA yourself →
What gets computed from your CSVs
Open Lots Per-lot acquisition date + USD cost basis
Open Lots Table A3 Initial Value INR (Rule 115 × SBI TTBR)
Txn History Gross sale proceeds for the calendar year (Table A2)
Txn History Dividend / money market income (Table A2)
Txn History NRA withholding (for DTAA foreign tax credit)
Auto-fetched Stock price on Dec 31 + month-ends (yfinance)
Auto-fetched Peak balance during the calendar year (monthly high)
Auto-fetched SBI TTBR rates per acquisition date